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Westwood Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History

Westwood Wealth Management’s Portfolio QLD Stock Details QLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.2M Buy
+216,730
New +$14.8M 5.19% 5
2025
Q4 		– Sell
-218,110
Closed -$15M – 121
2025
Q3 		$15M Sell
218,110
-79,120
-27% -$4.97M 5.49% 4
2025
Q2 		$17.5M Buy
297,230
+21,700
+8% +$1.05M 5.88% 4
2025
Q1 		$12.2M Buy
275,530
+8,800
+3% +$466K 5.28% 4
2024
Q4 		$14.4M Buy
266,730
+3,010
+1% +$161K 5.21% 4
2024
Q3 		$13.3M Buy
263,720
+5,700
+2% +$274K 5.21% 4
2024
Q2 		$12.9M Buy
258,020
+8,180
+3% +$364K 4.8% 4
2024
Q1 		$10.9M Buy
249,840
+2,480
+1% +$102K 5.34% 5
2023
Q4 		$9.4M Buy
247,360
+288
+0.1% +$9.5K 7.25% 3
2023
Q3 		$7.33M Buy
247,072
+1,600
+0.7% +$51.4K 4.85% 6
2023
Q2 		$7.9M Buy
245,472
+2,350
+1% +$63.6K 5.57% 5
2023
Q1 		$6.03M Buy
243,122
+31,400
+15% +$666K 5.37% 5
2022
Q4 		$3.71M Buy
211,722
+25,002
+13% +$481K 4.46% 5
2022
Q3 		$3.42M Buy
186,720
+14,450
+8% +$343K 3.08% 9
2022
Q2 		$3.57M Sell
172,270
-9,200
-5% -$240K 4.11% 6
2022
Q1 		$6.53K Sell
181,470
-600
-0.3% -$21.1K 2.53% 10
2021
Q4 		$8.1M Buy
+182,070
New +$7.69M 3.46% 8

Other funds holding QLD

MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $132M AUM 45.8% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Westwood Wealth Management's QLD Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in ProShares Ultra QQQ (QLD) in Q1 2026: 216,730 shares worth $13.2M. The stake represents 5.19% of the portfolio and ranks #5 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in QLD as recently as Q3 2025.

Westwood Wealth Management first reported a position in QLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $17.5M in Q2 2025. 190 funds tracked by Wall St. Rank hold QLD as of Q1 2026.

  • Westwood Wealth Management held 216,730 shares of ProShares Ultra QQQ worth $13.2M as of Q1 2026.
  • ProShares Ultra QQQ was a new Westwood Wealth Management position in Q1 2026.
  • ProShares Ultra QQQ made up 5.19% of Westwood Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Westwood Wealth Management first reported a position in ProShares Ultra QQQ in Q4 2021 and has held it in 17 quarters since.
  • Westwood Wealth Management's ProShares Ultra QQQ position peaked at $17.5M in Q2 2025.
  • 190 funds tracked by Wall St. Rank held ProShares Ultra QQQ as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.